Skip to content

NUW NUVEEN AMT-FREE MUN VALUE FD

Follow

COM (fund), issuer CIK 1450445

61 managers (61 13F filers) reported a position in NUW shares at 2025-09-30, 6,426,942 shares in all. 8 filers opened a position and 6 filers sold out during the quarter.

Managers
61
13F filers
61
New
8
Added
22
Reduced
14
Sold out
6
Shares held by filers
6,426,942

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
1607 Capital Partners, LLC1,216,729$17.3M1.3%-61,33113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY741,139$10.5M<0.01%+38,04713F-HR/ATimelineGroup
Tortoise Investment Management, LLC683,819$9.7M0.86%-132,40213F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC433,860$6.15M0.05%+136,93913F-HRTimelineGroup
RIVERNORTH CAPITAL MANAGEMENT, LLC429,247$6.09M0.35%013F-HRTimeline
Hennion & Walsh Asset Management, Inc.343,207$4.87M0.18%-26,55613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC328,619$4.66M<0.01%+24,23613F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS245,790$3.49M0.01%+23,31913F-HRTimeline
LPL Financial LLC187,386$2.66M<0.01%+23,08513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP179,715$2.52M<0.01%+93,88913F-HRTimelineGroup
UBS Group AGin group UBS Group AG171,797$2.44M<0.01%+60113F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/155,227$2.2M<0.01%-5,71513F-HR/ATimelineGroup
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP116,702$1.66M<0.01%+7,89913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN88,226$1.25M<0.01%+10,81713F-HRTimelineGroup
Smartleaf Asset Management LLC85,399$1.2M0.07%-38,65213F-HRTimeline
AHL INVESTMENT MANAGEMENT, INC.81,149$1.15M0.79%-10,94513F-HRTimeline
Sanctuary Advisors, LLC73,858$1.05M0.01%+5,29113F-HR/ATimeline
COMMONWEALTH EQUITY SERVICES, LLC50,770$720K<0.01%+24,21713F-HRTimeline
Breakwater Capital Group50,332$714K0.11%-1,22513F-HRTimeline
ACCESS FINANCIAL SERVICES, INC.47,190$669K0.24%+2,00013F-HRTimeline
Midwest Financial Group LLC45,354$643K0.31%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC41,589$590K<0.01%-4,07013F-HRTimelineGroup
Koshinski Asset Management, Inc.40,846$579K0.04%+1813F-HRTimeline
Dynamic Advisor Solutions LLC40,772$578K0.02%013F-HRTimeline
Cambridge Investment Research Advisors,…37,916$538K<0.01%+43313F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.32,917$467K0.27%+913F-HRTimeline
Invesco Ltd.in group Invesco Ltd.31,603$448K<0.01%new13F-HRTimelineGroup
SFI Advisors, LLC31,419$446K0.28%013F-HRTimeline
Uniting Wealth Partners, LLC29,799$424K0.1%013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp29,455$418K<0.01%-1313F-HRTimelineGroup
Lee Financial Co28,871$411K0.05%new13F-HRTimeline
Ackerman Capital Advisors, LLC28,099$398K0.08%+4,98113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA27,484$390K<0.01%-9,53313F-HRTimelineGroup
Hickory Point Bank & Trust27,300$387K0.29%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.24,923$343K<0.01%+12,52613F-HRTimelineGroup
Realta Investment Advisors23,015$326K0.11%013F-HRTimeline
Tyche Wealth Partners LLC21,800$309K0.05%013F-HRTimeline
Creekside Partners20,000$284K0.12%013F-HRTimeline
Janney Montgomery Scott LLC19,159$272K<0.01%013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…17,180$244K<0.01%+30013F-HRTimelineGroup
D.A. DAVIDSON & CO.14,000$199K<0.01%new13F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.13,561$192K0.01%+33813F-HRTimelineGroup
Aviance Capital Partners, LLC12,999$184K0.02%new13F-HRTimeline
Wealth Management Associates, Inc.10,867$154K0.05%+2013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC10,500$149K<0.01%-1,50013F-HRTimelineGroup
Disciplined Investments, LLC10,055$143K0.06%new13F-HRTimeline
Fairscale Capital, LLC9,270$132K0.09%013F-HRTimeline
Clean Yield Group6,428$91.1K0.03%013F-HRTimeline
COMERICA BANK5,510$78.1K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…4,845$68.7K<0.01%+1,36513F-HRTimeline
NewEdge Advisors, LLC4,528$64.2K<0.01%-2,10613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…4,482$63.6K<0.01%new13F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…4,331$61.4K<0.01%013F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC3,682$52.2K<0.01%-9,01113F-HRTimelineGroup
Farther Finance Advisors, LLC967$13.7K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…610$8.65K<0.01%013F-HRTimelineGroup
Wealthspire Advisors, LLC449$6.37K<0.01%new13F-HRTimeline
WPG Advisers, LLC92$1.3K<0.01%+413F-HRTimeline
FNY Investment Advisers, LLC100$1K<0.01%013F-HRTimeline
Addison Advisors LLC3$43<0.01%-413F-HRTimeline
Salomon & Ludwin, LLC1$14<0.01%013F-HRTimeline